Dext

Getting Started for Accountants & Bookkeepers

The ‘Bank’ Workspace

The 'Inbox' Page

The 'Sales' Workspace

The 'Practice Insights' Page

Submission History

The 'Client View' Page

The 'Archive' Page

Keyboard Shortcuts

The 'System Settings' Page

The 'Filter' Menu

The 'Suppliers' Page

The Dext Homepage

How to Use the Inline Calculator

Switching Between Organisations & Clients

Using Locations in Dext Prepare

The Web App

How to Process your Sales Invoices

Does Dext Prepare Comply with Tax Authorities?

What Technology Does Dext use?

How Does Dext Prepare Convert Currency?

How To Get Rewarded For Referring Your Peers To Dext

How to Sign Up to Dext as an Accountant or Bookkeeper

Is There a Dext Mobile App?

Is There a Dext Community Resource?

Introduction to Dext Prepare

Getting Started with Dext Prepare for Accountants & Bookkeepers

How to Invite Someone to Use Dext Prepare

How to Set Up Your Customer List

How to Upload Your Suppliers List Into Dext Prepare

How to Set Up Your Category List

How to Add a Client Account

How to Set up Tax Rates in an Unintegrated Account

Account Set Up

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Find answers and get help from Intercom Support and Community Experts

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